Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$306K Buy
4,433
+119
+3% +$8.2K 0.02% 726
2025
Q1
$297K Buy
4,314
+17
+0.4% +$1.17K 0.02% 714
2024
Q4
$264K Buy
4,297
+719
+20% +$44.3K 0.02% 766
2024
Q3
$222K Sell
3,578
-1,188
-25% -$73.7K 0.01% 852
2024
Q2
$252K Buy
4,766
+978
+26% +$51.8K 0.02% 718
2024
Q1
$202K Buy
+3,788
New +$202K 0.01% 908